- 2 May 2012Changes introduced from 6th April 2012 reduce the level of inheritance tax from 40% to 36% where 10% of the…
- 5 April 2012In its Retail Conduct Risk Outlook, released in March, the FSA identified that: Poor firm conduct in private banking and…
- 23 March 2012We've looked at how the Chancellor's 2012 Budget might effect four specific client situations. Of course some of our clients…
- 17 March 2012An interesting blog, from a fellow firm of Chartered Financial Planners, got me thinking about how I personally take investment…
- 16 March 2012Dear George, I am writing to you as a principal of Wingate Financial Planning, a firm of Chartered Financial Planners…
- 14 March 2012Today's announcement by the Office of National Statistics of a change to the current contents of their "basket" of goods, used…
- 9 March 2012I had lunch with one of my older brothers this week, who sold his business at the relatively young age…
- 6 March 2012The pensions Lifetime Allowance, which is the most tax-efficient level of benefits that can be built up within a pension,…
- 4 March 2012Despite the change from Enduring Power of Attorney (EPA) to Lasting Power of Attorney (LPA) being introduced just over 4 years ago…
- 27 February 2012Newton have written to many Private Clients, including Trustees who they are no longer able to profitable act for. It…
- 17 February 2012It was reported in our Trade Press this week that HMRC are suprised over the lower take-up of Fixed Protection.…

